Rate Of Return
NVIDIA Return RateIBM's software was hit as these were to be ran on their proprietary z17 mainframes (massive centralised supercomputer hardware). The capex for 3rd party servers (think Lego blocked CPU-GPU) engines is for AI workloads which is a different use case from z17. So it's not spending rotating from software to hardware per se, but to build a new gen of infrastructure for the age of AI.
☕️ [Task Coins Giveaway] Daily Market Talk — Cool CPI Lifts Chips, IBM Craters 25%
Inflation finally broke the market's way. June CPI cooled hard to 3.5%, the biggest monthly drop in six years, gutting July hike odds and sending chips flying. But it was a split tape: JPMorgan and Go...
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